Head of Client Lifecycle Management

We are working on a confidential mandate to hire a Head of Client Lifecycle Management for a boutique private bank in Singapore. This is a 1.5 line, front office-aligned control role, acting as a key bridge between Relationship Managers, Compliance, Risk, Operations and senior business stakeholders.

The Role

You will lead client lifecycle management, ensuring onboarding, periodic reviews, transaction monitoring support and control-related deliverables are completed to a high standard.

Key responsibilities include:

• Oversee KYC documentation, Source of Wealth review, onboarding assessments and client risk checks
• Lead periodic review processes, including due diligence checks, screening and transaction review summaries
• Support Front Office teams on transaction monitoring alerts, documentation and response preparation
• Escalate red flags, unusual activities and control issues in line with internal procedures
• Partner with Relationship Managers, Compliance, Risk and Operations on client and control matters
• Track KRIs, management reporting, audit follow-ups and remediation actions
• Support control reviews across suitability, cross-border, documentation and business risk matters
• Drive process improvements to strengthen efficiency, control effectiveness and client experience
• Lead, coach and develop team members across senior and junior levels

Your Profile

• Minimum 15 years relevant experience in client lifecycle management, KYC, business risk, first-line controls or wealth management operations
• Strong understanding of private wealth client onboarding, periodic review and control processes
• Familiar with Source of Wealth, name screening, client risk assessment and transaction monitoring support
• Able to work closely with Front Office while maintaining a strong risk and control mindset
• Proven experience managing stakeholders across business, compliance, risk and operations
• Prior people management or functional leadership experience required
• Detail-oriented, organised and able to manage deadlines across multiple client and control deliverables
• Strong communication skills and maturity in handling sensitive client and risk matters

Apply Today

Please send your resume to Sarah Sim at [Confidential Information], quoting Head of Client Lifecycle Management. Only shortlisted candidates will be contacted.

Licence No: 24S2395

Registration No: R21102761